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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (30068)	2/17/2008 10:57:33 AM
From: Jurgis Bekepuris	Respond to of 78774

KFT. That's the problem, I pretty much agree with you. There is also an issue that I am not sure where the food producers will end up in current agro commodity boom. It's tough to say whether they can pass the price increases to the consumers or whether they have to lower the margins. Or maybe they already have squeezed their margins and now they will inflate the prices. Not sure. I have the same issue with oil refiners and I try not to be overly invested in them, although I have some refineries via COP and IGE.